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Vanguard S&P 500 ETF

2,107 hedge funds and large institutions have $117B invested in Vanguard S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 416 funds opening new positions, 907 increasing their positions, 518 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

462% more first-time investments, than exits

New positions opened: 416 | Existing positions closed: 74

75% more repeat investments, than reductions

Existing positions increased: 907 | Existing positions reduced: 518

18% more funds holding in top 10

Funds holding in top 10: 391461 (+70)

18% more funds holding

Funds holding: 1,7932,107 (+314)

8% more capital invested

Capital invested by funds: $108B → $117B (+$8.6B)

1.97% less ownership

Funds ownership: 44.04%42.07% (-2%)

78% less call options, than puts

Call options by funds: $585M | Put options by funds: $2.66B

Holders
2,107
Holders Change
+314
Holders Change %
+17.51%
% of All Funds
32.43%
Holding in Top 10
461
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+17.9%
% of All Funds
7.09%
New
416
Increased
907
Reduced
518
Closed
74
Calls
$585M
Puts
$2.66B
Net Calls
-$2.08B
Net Calls Change
-$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
KHLMVGHM
151
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$92.7M -$13.3M -31,613 -13%
WB
152
Webster Bank
Connecticut
$92.3M -$2.23M -5,286 -2%
YC
153
Yarbrough Capital
Tennessee
$91.2M +$88.2M +208,905 New
PCM
154
Prelude Capital Management
New York
$90.8M -$105K -249 -0.1%
MNG
155
Manning & Napier Group
New York
$90.7M
BWL
156
Bogart Wealth LLC
Virginia
$89M +$700K +1,659 +0.8%
EEP
157
Edgehill Endowment Partners
Connecticut
$88.3M +$577K +1,366 +0.7%
EHPM
158
Emery Howard Portfolio Management
California
$86.9M +$19.4M +46,018 +30%
HSBC Holdings
159
HSBC Holdings
United Kingdom
$86.2M +$19.1M +45,318 +30%
CFIA
160
Cantor Fitzgerald Investment Advisors
New York
$85.1M -$3.57M -8,460 -4%
Jones Financial Companies
161
Jones Financial Companies
Missouri
$85.1M +$2.29M +5,427 +3%
BC
162
Bartlett & Co
Ohio
$84.4M -$1.05M -2,479 -1%
BCWM
163
Bartlett & Co Wealth Management
Ohio
$84.4M -$1.05M -2,479 -1%
MTWSIF
164
Mivtachim The Workers Social Insurance Fund
Israel
$84.1M +$27.1M +64,195 +50%
LFS
165
Lutz Financial Services
Nebraska
$83.8M +$2.37M +5,622 +3%
EH
166
Equitable Holdings
New York
$83.6M -$6.16M -14,582 -7%
SC
167
SRB Corp
Massachusetts
$83.3M +$80.5M +190,729 New
AWMS
168
Advocacy Wealth Management Services
Georgia
$82.6M +$5.55M +13,146 +7%
EVM
169
Eaton Vance Management
Massachusetts
$82.2M -$16.4M -38,919 -17%
PCIG
170
Partners Capital Investment Group
Massachusetts
$82M -$128M -303,864 -62%
FAAM
171
First Ascent Asset Management
Colorado
$80.2M +$6.66M +15,771 +9%
LODC
172
Lanham O'Dell & Company
West Virginia
$78.9M +$76.3M +180,778 New
AF
173
Alerus Financial
North Dakota
$78.4M -$3.26M -7,720 -4%
EA
174
Efficient Advisors
Ohio
$77.4M +$26.9M +63,720 +56%
MPW
175
MA Private Wealth
California
$77.3M +$5.38M +12,740 +8%

VOO Hedge Fund Activity: Q4 2021 in Review

2,107 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 ETF (VOO) for Q4 2021, worth a combined $117B — up 8% from $108B a quarter earlier.

Buyers outnumbered sellers: 416 funds opened new VOO positions and 74 closed out — a net gain of 342 holders — while 907 added to existing stakes and 518 trimmed.

The largest buyer was California Public Employees Retirement System, opening a new position worth an estimated $3.58B. The largest seller was Bank of America, cutting an estimated $11.2B.

  • 2,107 institutional investors held Vanguard S&P 500 ETF (VOO) as of Q4 2021, up from 1,793 in Q3 2021.
  • Funds reported $117B of Vanguard S&P 500 ETF stock for Q4 2021, up 8% quarter-over-quarter.
  • 416 funds opened new Vanguard S&P 500 ETF positions in Q4 2021 and 74 closed out, a net change of +342 holders.
  • The largest Vanguard S&P 500 ETF buyer in Q4 2021 was California Public Employees Retirement System, an estimated $3.58B added.
  • The largest Vanguard S&P 500 ETF seller in Q4 2021 was Bank of America, an estimated $11.2B sold.

Based on aggregated 13F filings for Q4 2021.